Popular Articles
Deleting Activity Records
How do I delete Activity Records Administrators SETWorks allows Activity Records to be deleted by those roles that have permission to do so. Activity Records are an essential element to documenting and proving the service was provided according to ...
Managing User Department(s)
How Do I Control What Department(s) Staff Belong To? Administrators In SETWorks Departments are used to control access to groups of consumers. Read the article below to learn more. Manage Departments - Control Which Departments a User Has Access To ...
Authorization Overview
What is an Authorization? All users Authorizations are a key topic in SET-Works that describes the service(s) that a consumer is receiving. Authorizations can be viewed/added/modified from within the consumer record. Note: Authorizations should be ...
Assigning Consumers to Departments
How do I assign my Consumer to a Department? All Users, Everyone There are privileges surrounding visibility and ability to assign consumers to departments. Terminology can be modified within SETWorks to better fit the needs of your organization. If ...
Signing Activity Records v2.0
How do I sign my activity record? All Users, Direct Staff, Everyone You can sign a record from a few different areas within SETWorks. This article will show you 4 methods. There are a several different ways to sign an activity record (AR) in ...